Franklin Templeton Inc

Company facts

Industry

Investment Advice

Headquarters

San Mateo, California

Most recent report

8-K, filed Aug 10, 2026

Incorporated

Delaware

Filings on record

1,002+ filings

On EDGAR

CIK 38777

Fiscal year ends

September

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 0 positive, 5 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Financial statements show large earnings growth, litigation updates, and a cash flow revision.
  Notable

  • Cash paid for income taxes understated by $185.2M in the prior-year period; revised comparative amounts.
  • New accounting guidance for crypto assets adopted, increasing retained earnings by $25.3M.
  • WAM investigations resolved with a $100M SEC civil penalty paid into a Fair Fund.
  Negative

  • 401(k) plan class-action lawsuit had motion to dismiss denied; new Putnam fund lawsuit filed.

• Management's Discussion (Item 2)

  Full MD&A with key numbers: AUM up 11%, but $100M settlement, $33M impairment, cash flow drop.
  Notable

  • $700 million drawn on revolving credit facility as of filing date; new $1.5B facility extended to 2031 post-quarter.
  • Q3 2026 share buybacks of $348.1 million (10.4M shares), including a $208 million block purchase from Great-West.
  Negative

  • $33.0 million impairment of indefinite-lived intangible assets in Q3 2026 due to decreased AUM.
  • $100.0 million regulatory settlement charge recognized in Q3 2026, hitting GAAP operating income.

What changed: Jun 2026 vs. Mar 2026

About 3% of BEN's Jun 2026 10-Q is new information. 9 paragraphs were added, 125 changed, and 26 removed. Below are the most important lines SECSift identified.

• Item 2 60
• Item 1 24
• Item 4 2
• Item 6 2
• Item 3 1
• Item 5 1